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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.500 | 2.500 | 0.000 |
Shares | 41.200 | 41.200 | 0.000 |
Bonds | 47.760 | 49.330 | 1.570 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 8.500 | 8.500 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.786 | 17.170 |
Price to Book | 2.484 | 2.730 |
Price to Sales | 1.716 | 1.938 |
Price to Cash Flow | 10.187 | 10.944 |
Dividend Yield | 2.994 | 2.312 |
5 Years Earnings Growth | 9.763 | 10.203 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 27.240 | 4.407 |
Technology | 20.270 | 17.401 |
Financial Services | 13.200 | 19.120 |
Healthcare | 9.090 | 10.211 |
Consumer Cyclical | 7.510 | 9.384 |
Energy | 5.240 | 6.447 |
Communication Services | 4.650 | 7.173 |
Consumer Defensive | 4.580 | 6.989 |
Industrials | 4.140 | 11.887 |
Utilities | 2.520 | 3.726 |
Basic Materials | 1.570 | 4.772 |
Number of long holdings: 795
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bmo Low Voltlty Us Eq Etf Us Etp | - | 8.50 | - | - | |
Us 5yr Note (Cbt) Jun25 Xcbt 20250630 | - | 5.03 | - | - | |
2 Year Treasury Note Future June 25 | - | 3.08 | - | - | |
Federal National Mortgage Association 5.5% | - | 1.49 | - | - | |
Broadcom | US11135F1012 | 1.15 | 192.31 | +2.21% | |
Exxon Mobil | US30231G1022 | 1.13 | 108.57 | -0.06% | |
Philip Morris | US7181721090 | 0.97 | 170.24 | +0.10% | |
Cisco | US17275R1023 | 0.95 | 56.71 | +0.75% | |
Simon Property | US8288061091 | 0.94 | 156.66 | +0.29% | |
Welltower | US95040Q1040 | 0.92 | 146.96 | -0.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Balanced ETF Portfolio Advisor | 10.35B | 0.37 | 5.08 | 4.54 | ||
BMO Balanced ETF Portfolio F | 10.35B | 0.67 | 6.25 | 5.71 | ||
BMO Balanced ETF Portfolio T6 | 10.35B | 0.40 | 5.09 | 4.55 | ||
BMO Balanced ETF Portfolio A | 10.35B | 0.40 | 5.08 | 4.54 | ||
BMO Monthly Income A | 6.38B | 1.72 | 4.30 | 4.83 |
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